Sharepoint automation

Hi Sir,

 

Till the data connection (Submit) creation and need to set query rule ok

 

but after that didn't get. need in-person help if it is possible.

 

Thanks 

Hi Netaji,

 

For your second question like how to handle the if already exists in the library can be handled easily. You need to follow the below steps:

 

1. Create a data connection to your form library.

2. Query your  "ApplicationID" column from your data connection.

3. The query condition should be something like below:

(count(ApplicationID[. = ApplicationID]) > 0) -- this should return true or false 

 

if true already item is there with the same name.

 

4. Then create a hidden field in your infopath form 

 

5. On submit button click set value to the newly created hidden field, there you handle like if the above query return true, in the set field value rules handle like below, not exact syntax but logic should be same:

 

On submit click event - set field value to newly create field, in that field value should be:

 

concat([Extracted value from the above query in true scenerio], [The value in the Application ID field you entered in the form])

 

6. At this moment you are handling this in the hidden field you created but from the original form UI perspective still you are not changing anything while entering the "Application ID" so from the UI perspective the form same as before.

 

7. Now while you are sedning the data SharePoint internally you send the data of "Newly created hidden field for handle Application ID", how you can do this - you need to map or promote this field to SharePoint library "Application ID" field. Hope this is clear now. :-)

 

You can refer the below URLs:

https://sharepoint.stackexchange.com/questions/231638/check-if-an-item-by-same-title-exists-in-sharepoint-list-then-display-that-info

https://www.infopathdev.com/forums/t/29458.aspx 

 

   

Thanks & Regards,

Habibur Rahaman 

Hi Sir,

 

thanks for the suggestion.

 

i have created created infopath (Two (Internal & External)) and successfully published on SP library. Even i created  two content type (Internal & External). External infopath form can access visitors as well as team & Internal infopath form can access only team not visitor.

 

So team can access both infopath form from library, first they i have to choose from ribbion bar (Internal & External content type) accordingly form will be open. And for External infopath form access i have add a page and used there infopath form webpart only.so, external infopath will be appear for visitor.

 

Now i am stuck how i manage the permission for only page. so visitor can can access only percular page?

 

Coming to your last replay i had used infopath rule only and infopath form is working fine. Enven i have create a workflow (Insert item) and workflow also working file.

 

But my Question is, suppose user came and enter Application ID . that ID is already exist in library with details. so whatever they filled in form it would be updated in that specific ID without loosing old data new will be added?

 

Please help me not getting any clue i i achiev this? 

 

your kind response awaited.

 

Thanks 

Hi Netaji,

 

You can try submitting the infopath form data using VSTO coding or thru the data connection and rules. Here since you need to handle the already submitted scenerio and append the value, I suggest you go with VSTO coding. It is almso same as C# coding. Here is the example how VSTO coding works and how we can submit the data to SharePoint library thru the infopath coding.

 

Example:

 

// Create a Navigator object for the main DOM
XPathNavigator xnDoc = this.MainDataSource.CreateNavigator();

// Create Navigator objects for the fields we will

// use to modify the FolderUrl
XPathNavigator xnLocation = xnDoc.SelectSingleNode("my:myFields/my:strLocation", this.NamespaceManager);
XPathNavigator xnFolderName = xnDoc.SelectSingleNode("my:myFields/my:strFolderName", this.NamespaceManager);

// Get a reference to the submit data connection

FileSubmitConnection fc = (FileSubmitConnection)this.DataConnections["Main submit"];

 

Reference:

https://blogs.msdn.microsoft.com/infopath/2006/11/08/submitting-to-this-document-library/  

 

Hi,

 

Actually i stuck. not getting how to resolve.

Hi Netaji,

 

For handling the permission in the web part page you may look into the below thread:

https://sharepoint.stackexchange.com/questions/184171/allow-user-to-edit-content-editor-webpart-on-specific-pages

 

And eventhgouh if we handle the permission in the web part page level, we need to handle the permission in the form library as well where actual data is getting saved.

 

If you have nintex, why don't you try with Nintex form for the external use - for external uses Nintex is the recommed one, even anonymous user can submit the form to the SharePoint where we don't need to handle permission explicitly. 

 

https://help.nintex.com/en-US/nintex2016/sp2016/Forms/NFAdministration/Reference/ExternalFormsSettings.htm 

 

For your second question - you cand this thru data connection - create data connection to the form library and read the id field - on submit button rule check the id exists, if yes appened in the rule on submit button. If the form is farm level, you can handle this thru the VSTS code as well very efficiently. 

 

Thanks & Regards,

Habibur Rahaman